JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.5B
AUM Growth
+$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$214M
2
+$190M
3
+$142M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$138M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$138M

Top Sells

1
+$64.3M
2
+$59.9M
3
+$56.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$52.1M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$36.1M

Sector Composition

1 Technology 12.65%
2 Financials 9.44%
3 Healthcare 8.61%
4 Industrials 5.39%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1.08M 0.01%
83,610
-29,795
802
$1.08M 0.01%
354,146
-9,810
803
$1.08M 0.01%
19,087
+332
804
$1.07M 0.01%
104,784
-2,936
805
$1.07M 0.01%
18,466
-1,083
806
$1.06M 0.01%
25,928
-8,517
807
$1.06M 0.01%
3,771
+1,257
808
$1.06M 0.01%
+11,550
809
$1.06M 0.01%
+18,846
810
$1.06M 0.01%
33,031
-53
811
$1.06M 0.01%
34,829
+1,719
812
$1.05M 0.01%
16,030
+750
813
$1.05M 0.01%
1,149
+108
814
$1.05M 0.01%
5,615
+1,107
815
$1.04M 0.01%
8,793
816
$1.04M 0.01%
3,069
-60
817
$1.03M 0.01%
27,443
+1,060
818
$1.03M 0.01%
23,376
+205
819
$1.03M 0.01%
60,258
-1,284
820
$1.03M 0.01%
6,605
+342
821
$1.02M 0.01%
7,294
-704
822
$1.02M 0.01%
223,461
-27,881
823
$1.02M 0.01%
26,944
-145
824
$1.01M ﹤0.01%
24,502
-744
825
$1.01M ﹤0.01%
5,378
-203
31 32
33
34 35